See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,626 | $209,832-19.2% | $189,513-10.5% | $167,490+1.3% |
| Participation rate | 76.2% | 88.7%-12.5pp | 87.8%-11.6pp | 82.1%-5.9pp |
| Annual return | 21.98% | 748.27%-726.3pp | 555.15%-533.2pp | 478.56%-456.6pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $13,210 | $8,935+47.9% | $8,221+60.7% | $6,341+108.3% |
| Admin fee / account holder | $5,594 | $14,293-60.9% | $12,045-53.6% | $12,309-54.6% |